FVD icon

First Trust Value Line Dividend Fund
FVD

Overview Fund Activity

528 hedge funds and large institutions have $8.02B invested in First Trust Value Line Dividend Fund in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 137 increasing their positions, 262 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+21
Holders Change %
+4.14%
% of All Funds
7.74%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.76%
New
71
Increased
137
Reduced
262
Closed
45
Calls
$211K
Puts
–
Net Calls
+$211K
Net Calls Change
+$218K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$81.7M
4
HPC
4
Hobart Private Capital
North Carolina
$12.1M
5
CB
5
Commerce Bank
Missouri
$11.6M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$865M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$137M
3
UBS Group
3
UBS Group
Switzerland
$237M
4
Stifel Financial
4
Stifel Financial
Missouri
$116M
5
ACM
5
Advance Capital Management
Michigan
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
551
Simon Quick Advisors
New Jersey
– -$330K -8,835 Closed
TI
552
Trexquant Investment
Connecticut
– -$276K -7,369 Closed
TA
553
TFB Advisors
Kansas
– -$274K -7,330 Closed
MFS
554
Madrona Financial Services
Washington
– -$249K -6,647 Closed
EA
555
Ergawealth Advisors
Illinois
– -$228K -6,096 Closed
RA
556
Riverstone Advisors
Texas
– -$224K -6,000 Closed
KeyBank National Association
557
KeyBank National Association
Ohio
– -$207K -5,532 Closed
SYBT
558
Stock Yards Bank & Trust
Kentucky
– -$205K -5,474 Closed
TC
559
TownSquare Capital
Utah
– -$204K -5,453 Closed
CIA
560
Cape Investment Advisory
Georgia
– -$149K -3,985 Closed
OIS
561
Okabena Investment Services
Minnesota
– -$50.3K -1,346 Closed
BAAM
562
Baker Avenue Asset Management
California
– -$29.7K -795 Closed
ANBT
563
American National Bank & Trust
Texas
– -$24.7K -661 Closed
TFA
564
Transamerica Financial Advisors
Florida
– -$20K -509 Closed
AAG
565
Armstrong Advisory Group
Massachusetts
– -$16.2K -434 Closed
BBHC
566
Brown Brothers Harriman & Co
New York
– -$16.2K -434 Closed
PA
567
Parallel Advisors
California
– -$15K -400 Closed
CTC
568
Central Trust Company
Missouri
– -$14.1K -377 Closed
WWM
569
Wolff Wiese Magana
California
– -$13.2K -352 Closed
FAM
570
Flaharty Asset Management
Florida
– -$9.72K -260 Closed
SCA
571
Stonebridge Capital Advisors
Minnesota
– -$7.48K -200 Closed
WWP
572
WR Wealth Planners
Missouri
– -$6.43K -172 Closed
CSB
573
City State Bank
Iowa
– -$6K -150 Closed
Simplex Trading
574
Simplex Trading
Illinois
– -$5K -146 Closed
UB
575
UMB Bank
Missouri
– -$3.93K -105 Closed
20 21 22
23
24